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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,105 | $183,592-92.3% | $155,574-90.9% | $145,877-90.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.22% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $24,781 | $5,317+366.1% | $4,676+430.0% | $4,663+431.4% |
| Participant deferral / active EE | $7,848 | $6,466+21.4% | $5,629+39.4% | $6,691+17.3% |
| Admin fee / account holder | $84,426 | $19,316+337.1% | $15,914+430.5% | $13,402+529.9% |